See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,329 | $114,381+32.3% | $107,525+40.7% | $142,382+6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.98% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,154 | $4,015-21.5% | $3,754-16.0% | $4,299-26.6% |
| Participant deferral / active EE | $16,570 | $5,564+197.8% | $5,116+223.9% | $6,507+154.6% |
| Admin fee / account holder | $1,626 | $9,860-83.5% | $8,919-81.8% | $12,624-87.1% |